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Relationship Manager - Akron, OH

Company: Trinity Pension Consultants
Location: Akron
Posted on: January 7, 2021

Job Description:

Do you want to utilize your skills for building and fostering relationships? Do you want to work for a growing company in an expanding business market? Are you effective at communicating, building relationships and presenting technical information? Then we want to talk to you!

Who We Are:

Trinity Pension Consultants, Inc. is a leading regional, independent and non-producing Third-Party Administration firm located in Akron, Ohio and has regional offices in Columbus, OH, Cincinnati, OH, Louisville, KY, and Indianapolis, IN. Trinity collaborates with retirement plan sponsors and their associated financial professional in delivering a highly effective administration and compliance solution for their employer sponsored retirement plan.

What Our Relationship Managers are responsible for:

Operations


  • Log all email, phone and meeting activities.

  • Follow up on items necessary to complete annual administration and compliance testing.

  • Participate and assist with onboarding new clients.

  • Effective dashboard management.

    Relationship Management

    • Collaborate with other departments, including partnering with sales regarding internal sales opportunities.

    • Answer emails with calls.

    • Follow and enforce service standards.

    • Explain, in a clear manner, to Plan Sponsors and Financial Advisors the various aspects of administration and compliance.

    • Proactively communicate with Financial Advisors, CPAs and Plan Sponsors.

    • Conduct face-to-face meetings with Plan Sponsors and their associated Financial Advisor.

      Consulting

      • Anticipate client questions and problems and work toward solutions that are technically clear and accurate.

      • Be able to read, understand and interpret client reports.

      • Communicate complex pension concepts in a simple manner.

      • Scrub book of business for internal sales opportunities and collaborate with Sales.

      • Manage Client expectations relative to Trinity Service Standards.

      • Stay abreast of industry trends, market and competitors.

        Requirements
        Who You Are:

        • Dedication to keeping the business is a must!

        • Ability to manage office functions efficiently, organize work, establish priorities and maintain good interpersonal relations.

        • Be able to learn, apply and explain new technical knowledge in a simplified manner.

        • Possess outstanding communication and computer/software skills, and demonstrate trustworthiness, adaptability and responsiveness.

        • Challenger: You dig into Plan Sponsor responses with more questions to get to the actual why. You're not afraid to re-frame the way Plan Sponsors and Financial Advisors think with a consultative approach.

        • Listener: You listen to every word a Financial Advisor and Plan Sponsor tells you, knowing you can later use this information to proactively provide consultative solutions that meet their goals and objectives.

        • Strong Communicator: You take key findings from the Financial Advisor and Plan Sponsor interactions and communicate it back to the Trinity Pension Consultants team to improve strategy, systems, and processes.

        • Possess a relentless pursuit to be successful.

          Must Haves:

          • 3 - 5 years of Relationship Management experience with qualified retirement plans.

          • Bachelor's Degree.

          • Experience in building and maintaining client relationships.

          • Excellent verbal and written communication and listening skills.

          • Proficient computer / software skills, including MS Office (Word, Excel, Outlook).

          • Discipline and drive to stay focused and motivated with limited supervision.

          • Effective time management and organization capabilities with a focus on delivering superb client experience.

          • ASPPA QKA required or willing to attain; maintain ASPPA Membership.

          • Possess a dependable vehicle, valid driver's license, and an acceptable driving record.

            Benefits
            Why Join Our Team?

            • The opportunity for building relationships; not one-time interactions.

            • Work on challenging and interesting problems, and strive to do the right thing, the right way and continually improve.

            • We are a true partner to our clients.

            • Our team is constantly learning, both individually and as an organization, and truly value hearing our team member's unique perspectives, insights, and opinions.

            • We are a growing business with development and upward mobility opportunities.

            • We encourage a strong partnership between managers and team members that ensures high performance and continuous professional and personal growth.

            • We strongly believe in promoting from within, and always look first to our internal talent for open opportunities.

              In return, Trinity Pension Consultants offers:

              • Salary dependent on experience

              • Paid Time Off (PTO)

              • 401(k) retirement plan

              • Medical, Dental, Vision, H.S.A. effective Day 1

              • Life Insurance, LTD, STD

                We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class.

                Associate's Degree

Keywords: Trinity Pension Consultants, Akron , Relationship Manager - Akron, OH, Executive , Akron, Ohio

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